Signals

← Signals

☆GBIL

397 in-universe funds with a nonzero position in GBIL within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#22778
Score / z-0.618 / -0.89
Consensus104.60 over 206 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest-47% / 1.0d

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆ACR Alpine Capital Research, LLC CIK 0001508822 0.922 38 811.1 12.6% 3 +4.5 pp +3.7 pp +12.6 pp +12.6 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 487.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 219.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 217.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 201.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 172.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cohalo Advisory LLC CIK 0002056438 0.803 14 170.3 12.6% 3 -0.8 pp -1.0 pp +12.6 pp +12.6 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 166.6 2.0% 3 +0.7 pp +0.9 pp +2.0 pp +2.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 132.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 132.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 131.9 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 128.0 1.8% 3 -1.9 pp -2.8 pp +1.8 pp +1.8 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 111.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathway Financial Advisors LLC CIK 0001738828 0.805 130 94.3 11.8% 3 -0.9 pp -5.7 pp +11.8 pp +11.8 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 86.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 63.3 10.0% 3 +0.1 pp +0.0 pp +10.0 pp +10.0 pp
☆Redwood Park Advisors LLC CIK 0002056274 0.690 351 49.1 33.4% 3 -3.6 pp -2.5 pp +33.4 pp +33.4 pp
☆HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 0.312 377 47.4 6.4% 3 +1.7 pp +0.3 pp +6.4 pp +6.4 pp
☆St. James Investment Company, LLC CIK 0001504492 0.505 24 44.8 7.2% 3 +0.5 pp -0.8 pp +7.2 pp +7.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 38.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 35.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 30.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rock Creek Group LLC CIK 0001484067 0.845 57 27.6 3.1% 3 -0.5 pp -0.3 pp +3.1 pp +3.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 24.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 23.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 22.2 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 21.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 20.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 19.7 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 19.6 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 19.3 1.4% 3 -0.3 pp -1.3 pp +1.4 pp +1.4 pp
☆Waterway Wealth Management, LLC CIK 0001992193 0.506 96 18.0 4.1% 2 -0.2 pp +4.1 pp +4.1 pp +4.1 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 17.5 2.0% 3 +0.1 pp -0.6 pp +2.0 pp +2.0 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 16.7 3.2% 3 -0.8 pp -0.7 pp +3.2 pp +3.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 16.4 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 16.2 0.5% 3 -0.1 pp -0.2 pp +0.5 pp +0.5 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 16.0 2.2% 3 +0.2 pp +0.4 pp +2.2 pp +2.2 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 15.4 11.0% 3 +9.1 pp +3.8 pp +11.0 pp +11.0 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 14.7 0.8% 3 -1.4 pp -1.6 pp +0.8 pp +0.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 14.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VanWeelden Wealth Management, LLC CIK 0001740451 0.042 19 14.4 11.3% 2 -0.0 pp +11.3 pp +11.3 pp +11.3 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 13.7 0.4% 3 -0.0 pp -0.3 pp +0.4 pp +0.4 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 12.1 0.8% 5 +0.0 pp +0.1 pp -0.1 pp -0.1 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 11.7 2.6% 3 +0.8 pp +0.9 pp +2.6 pp +2.6 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 11.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆&PARTNERS CIK 0000107136 0.806 2509 11.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 11.1 0.9% 4 +0.6 pp +0.3 pp +0.3 pp +0.9 pp
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 10.8 1.3% 3 -0.1 pp -0.4 pp +1.3 pp +1.3 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 10.6 0.9% 4 -0.1 pp -0.1 pp -0.2 pp +0.9 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 10.5 2.6% 3 +0.2 pp +0.0 pp +2.6 pp +2.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 10.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 9.3 2.1% 3 -0.2 pp +0.0 pp +2.1 pp +2.1 pp
☆BLUE SQUARE ASSET MANAGEMENT, LLC CIK 0001769578 0.397 74 9.2 4.1% 3 -5.0 pp -6.9 pp +4.1 pp +4.1 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 9.0 0.3% 3 -0.7 pp -0.9 pp +0.3 pp +0.3 pp
☆Tradewinds, LLC. CIK 0001932342 0.030 215 9.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 8.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 8.5 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 8.5 1.8% 4 -0.1 pp -0.9 pp -1.0 pp +1.8 pp
☆Sterneck Capital Management, LLC CIK 0001438574 0.485 103 8.3 3.7% 3 -0.3 pp -1.6 pp +3.7 pp +3.7 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 8.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 8.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Nicholson Meyer Capital Management, Inc. CIK 0002065771 0.560 45 7.8 5.9% 3 -0.1 pp -0.6 pp +5.9 pp +5.9 pp
☆NorthStar Asset Management LLC /NJ/ CIK 0002011587 0.497 106 7.1 3.2% 3 -0.3 pp -0.9 pp +3.2 pp +3.2 pp
☆Tevis Investment Management CIK 0001940416 0.217 104 6.8 4.1% 3 +0.0 pp +0.1 pp +4.1 pp +4.1 pp
☆MADDEN SECURITIES Corp CIK 0001803566 0.326 118 6.5 2.0% 3 +0.6 pp +0.2 pp +2.0 pp +2.0 pp
☆RETIREMENT CAPITAL STRATEGIES CIK 0001672681 0.421 68 6.4 2.4% 3 +0.1 pp +0.1 pp +2.4 pp +2.4 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 6.3 0.7% 3 -0.1 pp -0.2 pp +0.7 pp +0.7 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 6.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 5.9 1.0% 3 +0.0 pp -0.1 pp +1.0 pp +1.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BALDWIN WEALTH PARTNERS LLC/MA CIK 0001021258 0.643 234 5.3 0.3% 3 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 5.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 5.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 4.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 4.9 2.5% 4 -0.4 pp -0.5 pp -0.6 pp +2.5 pp
☆Helium Advisors LLC CIK 0002056653 0.215 107 4.9 4.9% 3 -0.7 pp -2.6 pp +4.9 pp +4.9 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 4.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 4.6 0.5% 3 +0.0 pp +0.2 pp +0.5 pp +0.5 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 4.4 0.5% 3 -0.5 pp +0.1 pp +0.5 pp +0.5 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 4.4 0.5% 3 -0.4 pp -0.6 pp +0.5 pp +0.5 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 4.4 0.6% 3 +0.2 pp +0.2 pp +0.6 pp +0.6 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 4.4 0.7% 3 -0.6 pp -1.4 pp +0.7 pp +0.7 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 4.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Sloy Dahl & Holst, LLC CIK 0001690295 0.891 122 4.3 0.5% 3 +0.1 pp -0.0 pp +0.5 pp +0.5 pp
☆SYON CAPITAL LLC CIK 0001999353 0.452 949 4.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 4.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 4.2 0.1% 3 -0.0 pp -0.2 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 3.9 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 3.9 0.4% 3 +0.3 pp +0.3 pp +0.4 pp +0.4 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 3.8 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Financial & Tax Architects, LLC CIK 0001758543 0.127 110 3.7 0.8% 3 -0.6 pp -1.2 pp +0.8 pp +0.8 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 3.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 3.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 3.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Saiph Capital, LLC CIK 0002052658 0.461 131 3.5 1.2% 3 +0.5 pp +0.5 pp +1.2 pp +1.2 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 3.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Measured Risk Portfolios, Inc. CIK 0001576704 0.085 63 3.3 3.8% 3 +2.9 pp +2.9 pp +3.8 pp +3.8 pp
☆G&S Capital LLC CIK 0001731448 0.138 152 3.2 1.1% 3 -0.3 pp +0.5 pp +1.1 pp +1.1 pp
☆North Forty Two & Co. CIK 0002055134 0.221 104 3.2 3.0% 3 -0.1 pp -0.4 pp +3.0 pp +3.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 3.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 3.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 3.1 1.9% 3 -0.1 pp -0.2 pp +1.9 pp +1.9 pp
☆Curated Wealth Partners LLC CIK 0001781284 0.789 241 3.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Mezzasalma Advisors, LLC CIK 0001864916 0.283 171 2.9 0.7% 3 -0.0 pp -0.2 pp +0.7 pp +0.7 pp
☆HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.430 294 2.9 0.4% 3 +0.2 pp +0.3 pp +0.4 pp +0.4 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 2.8 0.5% 3 -0.0 pp -0.2 pp +0.5 pp +0.5 pp
☆KG Capital Management CIK 0001771687 0.158 142 2.7 0.7% 3 +0.1 pp +0.3 pp +0.7 pp +0.7 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 2.5 1.4% 4 -1.1 pp -1.8 pp +1.2 pp +1.4 pp
☆Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 2.5 0.4% 3 -0.0 pp -0.2 pp +0.4 pp +0.4 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 2.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆BROOKS, MOORE & ASSOCIATES, INC. CIK 0001767040 0.263 114 2.5 1.2% 3 +0.1 pp -0.1 pp +1.2 pp +1.2 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 2.4 1.2% 3 -0.2 pp -0.0 pp +1.2 pp +1.2 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 2.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 2.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 2.3 0.6% 3 -0.1 pp -0.3 pp +0.6 pp +0.6 pp
☆GUYASUTA INVESTMENT ADVISORS INC CIK 0000928568 0.642 276 2.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 2.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 2.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Successful Portfolios LLC CIK 0001721780 0.241 199 2.1 1.1% 3 -0.1 pp -0.2 pp +1.1 pp +1.1 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 2.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 2.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Orin Green Financial, LLC CIK 0001844227 0.643 83 2.0 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 1.9 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Everest Private Wealth CIK 0002056683 0.390 85 1.9 1.1% 3 -1.3 pp -0.5 pp +1.1 pp +1.1 pp
☆Pflug Koory, LLC CIK 0001740063 0.264 426 1.9 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 1.8 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 1.8 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 1.8 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 1.7 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 1.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Blue Zone Wealth Advisors, LLC CIK 0001803106 0.480 125 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Birchcreek Wealth Management, LLC CIK 0001840341 0.447 134 1.6 0.8% 3 +0.2 pp +0.1 pp +0.8 pp +0.8 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 1.6 1.6% 3 +0.1 pp +1.5 pp +1.6 pp +1.6 pp
☆POTENTIA WEALTH CIK 0002052308 0.453 60 1.6 0.6% 3 -0.0 pp -0.5 pp +0.6 pp +0.6 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 1.5 0.3% 3 -0.9 pp -0.7 pp +0.3 pp +0.3 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 1.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MASECO LLP CIK 0002074052 0.917 291 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.551 969 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GGM Financial LLC CIK 0002021722 0.308 265 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VISION FINANCIAL MARKETS LLC CIK 0001378145 0.324 413 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆BRIAN LOW FINANCIAL GROUP, LLC CIK 0002079080 0.135 116 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.272 1461 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Canal Capital Management, LLC CIK 0001666733 0.400 220 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Naviter Wealth, LLC CIK 0001855567 0.441 304 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Texas Capital Bancshares Inc/TX CIK 0001077428 0.478 416 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archvest Wealth Advisors, Inc. CIK 0001910174 0.553 73 0.0 0.0% 0 -0.3 pp -0.8 pp +0.0 pp +0.0 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Strive Asset Management, LLC CIK 0001954109 0.000 0 0.0 0.0% 0 -0.5 pp -0.7 pp +0.0 pp +0.0 pp
☆Ascent Capital Management, LLC CIK 0001702492 0.590 63 0.0 0.0% 0 -0.9 pp -1.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.597 317 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOTIVE WEALTH ADVISORS CIK 0001877093 0.582 96 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OAK FAMILY ADVISORS, LLC CIK 0001846161 0.233 102 0.0 0.0% 0 -0.2 pp -0.4 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 -1.6 pp -1.4 pp +0.0 pp +0.0 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 0.0 0.0% 0 -0.1 pp -1.1 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
☆Premier Financial Group CIK 0001989061 0.417 234 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Life Planners CIK 0002053368 0.608 339 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Stonekeep Investments, LLC CIK 0002032486 0.516 81 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
☆Sheets Smith Investment Management CIK 0001785199 0.008 137 0.0 0.0% 0 -0.4 pp -0.8 pp +0.0 pp +0.0 pp
☆Valued Retirements, Inc. CIK 0002044874 0.206 101 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just GBIL). Qtrs Held counts distinct quarters this fund has actually held GBIL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its GBIL position size. Δ columns are the percentage-point change in GBIL's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status